Core Insights - Palo Alto Networks (PANW) is enhancing its partnership with Google Cloud to bolster secure artificial intelligence (AI) and cloud adoption, integrating its Prisma AI Runtime Security (AIRS) directly into Google Cloud's services [1][2] Partnership Expansion - The expanded partnership includes the integration of Prisma AIRS with Google Cloud services like Vertex AI and Agent Engine, enabling customers to secure AI models, data, and agents while operating on Google Cloud [2] - The partnership also emphasizes the use of Palo Alto Networks' software firewalls and Secured Access Service Edge products, allowing for consistent security policies across cloud, AI, and network environments [2] Security Features - Prisma AIRS provides real-time checks on prompts, responses, and agent actions, mitigating risks such as prompt injection, data leakage, and tool misuse, eliminating the need for separate security products [3] - In addition to Google Cloud, Prisma AIRS has been integrated with other AI agent platforms, including Factory, Glean, IBM, and ServiceNow, enhancing security within existing customer tools [3] Adoption and Growth - The adoption of Prisma AIRS is on the rise, with the number of deals more than doubling sequentially in Q1 fiscal 2026, indicating increasing usage [4] - The Zacks Consensus Estimate forecasts revenue growth of approximately 14.1% for fiscal 2026 and 13.3% for fiscal 2027, suggesting strong future growth potential for PANW [4] Competitive Landscape - Competitors such as CrowdStrike and Okta are also focusing on partnerships and acquisitions to enhance their platforms and drive AI innovation [5] - CrowdStrike has expanded its partnership with Amazon Web Services (AWS), integrating its Falcon Next-Generation Security Information and Event Management (SIEM) into AWS Security Hub, which may increase user adoption [6] - Okta's acquisition of Axiom Security has added new tools for privileged access management, enhancing its offerings in cloud and SaaS security [7] Financial Performance - Palo Alto Networks' shares have decreased by 10.2% over the past three months, compared to an 8.4% decline in the Zacks Security industry [8] - The company trades at a forward price-to-sales ratio of 11.77X, slightly below the industry's average of 11.79X, indicating a competitive valuation [12] - The Zacks Consensus Estimate for fiscal 2026 and 2027 earnings suggests year-over-year growth of 14.7% and 12.5%, respectively, with recent revisions indicating a slight upward adjustment for fiscal 2026 and a downward adjustment for fiscal 2027 [15]

Core Insights - Palo Alto Networks and Google Cloud have expanded their strategic partnership to enhance the secure development and deployment of AI solutions, combining Google Cloud's AI capabilities with Palo Alto Networks' Prisma AIRS security platform [1][2][4] Partnership Expansion - The partnership aims to address the increasing use of cloud infrastructure for AI applications, with 99% of surveyed customers reporting at least one attack on their AI infrastructure in the past year [2] - The collaboration will integrate security into every layer of hybrid multicloud infrastructure, application development stage, and endpoint, allowing businesses to innovate securely [2][5] Security Solutions Offered - The partnership will provide end-to-end AI security from code to cloud, protecting live AI workloads and data on Google Cloud, including tools like the Agent Development Kit (ADK) [5] - Palo Alto Networks will offer AI-driven next-generation software firewalls (SWFW) and a secure access service edge (SASE) platform, enhancing security for cloud environments and remote users [5][6] Historical Context and Future Commitments - The partnership builds on over 75 joint integrations and $2 billion in sales through the Google Cloud Marketplace, with Palo Alto Networks committing to run its security platforms on Google Cloud's infrastructure [6] - The use of Google Cloud's Vertex AI platform and Gemini LLMs will further enhance Palo Alto Networks' capabilities, ensuring optimized performance and reliability for customers [6]

Core Insights - The article discusses a seminar featuring Google Cloud AI expert Shi Jie, focusing on techniques for building AI agents using ADK, A2A, MCP, and Agent Engine [2] - It emphasizes the potential of Google's latest AI technologies to create collaborative, efficient, and scalable multi-agent systems [2] - The future of agent development and its impact on human-computer interaction is also explored [2] Group 1: Seminar Details - The seminar will cover how to leverage ADK, A2A, MCP, and Agent Engine to construct AI agents [6] - It aims to provide insights into utilizing Google's latest AI technology for developing highly collaborative and efficient multi-agent systems [6] - The event is targeted at AI startup leaders, technical heads, AI product managers, solution architects, developers, and AI engineers [6] Group 2: Registration Information - Participants are encouraged to scan a QR code for registration, with limited slots available and registration subject to approval [3]

Core Insights - The article highlights a collaboration between Founder Park and Google to explore the potential of AI agents through an online sharing session featuring Google Cloud AI expert Shi Jie [2][3]. Group 1: Event Details - The online sharing session is scheduled for next Thursday, September 4, from 20:00 to 21:00, with limited slots available for registration [4]. - Participants are encouraged to register via a QR code, and the event is free but requires approval for registration [4]. Group 2: Discussion Topics - The session will cover how to build AI agents using ADK, A2A, MCP, and Agent Engine [3][8]. - It will also discuss leveraging Google’s latest AI technologies to create collaborative, efficient, and scalable multi-agent systems [3][8]. - The future of agent development will be explored, focusing on how agents will transform human-technology interaction [3][8]. Group 3: Target Audience - The event is aimed at AI startup leaders, overseas business heads, technical leaders, AI product managers, solution architects, developers, and AI engineers [8].